Kingsview Wealth Management’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $426K | Buy |
21,238
+5,487
| +35% | +$110K | 0.01% | 827 |
|
2025
Q1 | $311K | Buy |
15,751
+1,612
| +11% | +$31.9K | 0.01% | 876 |
|
2024
Q4 | $268K | Sell |
14,139
-335
| -2% | -$6.35K | 0.01% | 952 |
|
2024
Q3 | $295K | Buy |
14,474
+821
| +6% | +$16.7K | 0.01% | 893 |
|
2024
Q2 | $259K | Sell |
13,653
-2,489
| -15% | -$47.1K | 0.01% | 892 |
|
2024
Q1 | $328K | Buy |
16,142
+4,460
| +38% | +$90.7K | 0.01% | 791 |
|
2023
Q4 | $246K | Sell |
11,682
-2,537
| -18% | -$53.3K | 0.01% | 827 |
|
2023
Q3 | $275K | Buy |
14,219
+271
| +2% | +$5.24K | 0.01% | 781 |
|
2023
Q2 | $271K | Buy |
13,948
+1,589
| +13% | +$30.8K | 0.01% | 774 |
|
2023
Q1 | $219K | Sell |
12,359
-13,751
| -53% | -$243K | 0.01% | 809 |
|
2022
Q4 | $479K | Buy |
26,110
+14,632
| +127% | +$268K | 0.02% | 520 |
|
2022
Q3 | $209K | Buy |
+11,478
| New | +$209K | 0.01% | 750 |
|